fINANCIAL sERVICES AND iNSURANCE

Customer leadership recruitment for Financial Services and Insurance

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Customer leadership in financial services and insurance sits under close watch. Consumer Duty, conduct rules and the cost of getting outcomes wrong have moved customer thinking firmly into the boardroom. We find leaders who can raise service and defend fair customer outcomes at the same time.

We place the customer leaders who improve the everyday lives of their customers.

Types of roles we recruit for within Financial Services and Insurance

Head of Customer Experience

Head of Customer Service

Head of Complaints and Redress

Head of Vulnerable Customers

Consumer Duty and Customer Outcomes Lead

Head of Customer Operations

Claims Customer Experience Lead

Customer Insight and Data

Customer Experience Director

Chief Customer Officer

Customer Leadership (Board Level)

Can’t see the role you need recruiting?

Related Article

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By Katy Bevan, Founder • August 10, 2026
Before a leader changes a customer function, they are usually working from a picture in their head: the loud problems, the people who speak up, the monthly metrics. The Skills Analysis replaces that with proof. There is nothing else quite like it, because it comes from a firm that does only one thing. What it is A free diagnostic. The team answers a short, anonymous survey, routed by role, and we return a clear read on the function: skills and confidence, the tools people use and where they feel held back, training gaps, targets and how fair they feel, wellbeing, and the leadership picture manager by manager. We finish with three prioritised recommendations, each with a timescale. Built by specialists This is where it differs from a general staff survey or an off-the-shelf engagement tool. Customer leadership is the only thing we do. We spend our time inside these functions, looking at how customer teams are built, where they strain and how they are changing. That is what shapes the analysis. The questions come from thousands of real conversations with customer leaders, so the read you get back is built by people who know what good looks like in your function, rather than a general template applied to it. The benchmark you cannot get elsewhere Because we run this across so many businesses, your result does not sit in isolation. You see how your team compares within your own sector on skills, confidence, pay, retention and reputation. You also see how it compares against customer teams in other sectors we work in, across financial services, housing, retail and beyond. That broader view is the part most tools cannot give you, because some of the pressures on a customer team are specific to a sector and some are showing up everywhere. Knowing which is which changes what you do about them. A retention problem that is worse than your sector average is a different problem from one the whole market is feeling, and it calls for a different response. Why leaders act on it The anonymity gets the truth out. People tell a survey what they will not say across a desk to the person who sets their objectives. The evidence gives them cover for an expensive decision, because reshaping a team or replacing a leader is hard to undo, and a clear read of the gaps changes both the decision and the confidence behind it. And the output is usable: three actions with timescales, ready to take to the board. How it sharpens a hire Most leaders run the Skills Analysis when they are about to change something. It sharpens the brief, so the role is built around the gap the team actually has rather than a copy of the last job description. That is a large part of why the hires that follow hold up. You can run the baseline free and on its own, ahead of any search. Where we also run the search the report goes deeper, and we can measure the change six months after a placement. Quick answers What is the Skills Analysis? A free diagnostic. A short, anonymous team survey, routed by role, that returns a clear read on the function, benchmarked within your sector and across others, with three prioritised recommendations and timescales. What makes it different from a staff survey? It is built by a firm that only does customer leadership, from thousands of conversations with customer leaders, and it benchmarks you against customer teams in other businesses and sectors as well as your own. Do I have to hire through Stellify to use it? No. The baseline report is free and can be run on its own, ahead of any search. A deeper report is available where Stellify also runs the search. How does it help a hire? It briefs the role around the gap the team actually has, so the appointment is built on evidence and is more likely to hold up beyond year one. Stellify. Elevating customer functions.

FAQs

  • How do you hire a customer leader under Consumer Duty?

    We look for evidence that a candidate can define fair value, monitor outcomes and act on them. We brief the role against your Consumer Duty obligations and test for real examples before you meet anyone.

  • What does a Head of Customer Outcomes do in financial services?

    They translate Consumer Duty into everyday practice: fair value assessments, outcome monitoring, and fixing where customers are underserved. The role sits close to conduct, complaints and product, and increasingly reports at board level.

  • Which customer roles are hardest to fill in insurance?

    Claims customer experience and vulnerable customer leadership are the tightest, because they need service skill, regulatory understanding and resilience under pressure. Complaints and redress leaders are close behind.

  • Do you recruit customer leaders for building societies and challenger banks?

    Yes. We work across building societies, challenger banks, insurers, brokers and established institutions. Scale changes the breadth of the role and the size of the team, and we brief each search to match.

  • How is customer leadership in financial services different from other sectors?

    Regulation shapes everything. An FS customer leader has to raise service while holding conduct, complaints and fair outcomes to FCA expectations, so we recruit for that balance rather than service alone.

  • How long does it take to recruit a senior customer role in financial services?

    It depends on seniority and the conduct requirements attached to the role. Regulated appointments take longer to reference and approve, so we agree a realistic timeline at the start and keep the search tightly focused.

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We work wherever customer leadership shapes the result. 
Tell us the result you need.